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Large market swings are not the norm, but they happen somewhat regularly.
What tariffs really mean for prices, profits, and portfolios—and how to talk about them with clients.
Negotiations are in order while trade tensions between the U.S. and China continue to escalate.
History has shown that staying the course often leads to better outcomes than trying to time the market.
Global equity markets, as measured by the MSCI ACWI Index, posted modest losses for the first quarter of 2025.
President Trump’s “liberation day” tariff announcement has been anything but liberating for investors.
Uncertainty is one of the clear certainties of capital markets.
The optimism among U.S. investors that greeted Trump’s election has been completely unwound.
Policymakers riff on tariffs.
Although we are still in the early days of 2025, investors are already facing increasing challenges.
Uncertainty in capital markets is running rampant and putting U.S. stocks on the defensive.
Global equity markets, as measured by the MSCI ACWI Index, lost ground in February.
President Trump’s trade war with two close U.S. allies and China is constantly in flux.
January market commentary.
Monetary policy is all over the map.
The possible imposition of tariffs on Canada and Mexico and the actual implementation of a 10% across-the-board tariff on China have the potential to increase prices and lower economic growth.
Our fourth quarter market commentary.
Our fourth-quarter economic outlook.